Financial Planning Assistant at PSS
Liverpool L5 9PR, , United Kingdom -
Full Time


Start Date

Immediate

Expiry Date

08 Jul, 25

Salary

25381.0

Posted On

02 Jun, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Decision Making, Discrimination, It, Ethnicity

Industry

Financial Services

Description

ABOUT US

At PSS, we’ve got an important job to do; and that’s to help people make the most of their lives. Whether you’re working directly with the people who use our services, or behind the scenes in one of our offices, every day you’ll be helping to make other people feel happier, healthier and more supported.
We’re a social enterprise or, as we like to call it – a ‘business with a heart’. This means that all the money we make goes back into finding new ways to help people. Our aim is simple; we want to help people change their lives for the better – no matter what life throws at them. We’ve got offices across Merseyside, Wales, Manchester, the Midlands and the east of England, where we’re making our stamp.

WHAT WE NEED FROM YOU

It’s not all about what you’ve done before, it’s more about who you are and what you can bring to the table. First and foremost, we need someone who lives all our values of being big-hearted, genuine, determined, professional and open-minded.
You’ll also need to be super organised and have amazing time management skills. You’ll have strong Excel skills and great problem-solving skills. You’ll need to be a team player and be happy to help your colleague’s when you can or when it’s needed. The most important part of this role is making sure that all the funding that keep PSS ticking is correctly accounted for.

BEFORE YOU APPLY, WE JUST WANT TO LET YOU KNOW SOME KEY INFORMATION ABOUT OUR SELECTION PROCESS:

We have an equity, diversity and inclusion (EDI) policy, which aims to remove any kind of discrimination in employment. Our candidates are selected on merit only, which means they’ll be given equal opportunities no-matter what their age, disability, gender, sexual orientation, marital status, race, religion or beliefs might be.
Once you hit that ‘apply’ button, you’ll be taken across to an online recruitment system called Applied. Applied is the only hiring software with diversity and fairness built into every step of the process and we’re very proud to partner with them to help us give you an unbiased recruitment experience.
Applied wants to make sure its doing its job by finding out more about the socio-economic backgrounds of people applying for roles through their site. Once you register your details on the Applied site, you’ll be asked to give a bit of info about you: things like your age, gender, ethnicity, etc. You’ll also be asked questions around whether your parents went to university and whether you had free meals at school. These questions are set by Applied experts based on extensive research and expertise, and you can find out more about this here.
This information is completely anonymised, and here at PSS, we never see answers linked to a candidate’s name. The answers you give here don’t form any part of our decision-making. We only receive combined data about an applicant pool (and only when there’s enough applicants to ensure that answers can remain anonymous). We report on this data every quarter to help us find out if there’s anything in our process that harms the chances of success for candidates from minority groups and any possible steps to help improve this.
If you still prefer not to answer, that’s no problem at all - there’s also an option to select ‘prefer not to say’. The only EDI-related information that we will learn about you is if you tell us that you have any reasonable adjustments needed at any part of our process.
Your trusty candidate pack will also help you get a feel for what it’s like to work with us, find out what we’re looking for, explain the recruitment process and help you decide whether you can see yourself as a part of our amazing team. Each section is crammed with hints and tips to help you make a great application, so please take the time to give it a good read.
Please feel free to get in touch with us if you have any questions about the above by emailing peopleandcultureteam@pss.org.uk or calling our team on 0151 702 5555.
We also welcome any feedback you might have about our approach so there’ll be plenty of opportunities for you to give this as part of the process.

Responsibilities

Do you have a passion for finance? Do you excel at matching up financial data and keeping it on track? We’ve got an exciting opportunity to join our fabulous finance team in Liverpool. As our contracts officer, you’ll work with our financial planning and reporting accountant and the rest of the team. Your role is about supporting the incredible work that we do at PSS by making sure we have great control of our contracts with our key funders.

You’ll support the team with a whole raft of stuff, and these are some of the things you might do:

  • You’ll get our annual organisational database ready for us to monitor our contractual income, and you’ll make sure it’s kept up to date with any changes to rates and terms
  • You’ll use contracts data to support our financial planning and reporting accountant with the annual budget-setting process
  • You’ll make sure the sales invoices in our finance system match up with the billing information given to us on our funder portals, and investigate any differences
  • You’ll support our financial planning and reporting accountant with preparing PSS’s regular aged debtors reports

You’ll support the wider team to be the best it can be by looking for ways we can do things quicker and better in your own role

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